Email & Route
Monday, September 30, 2013
A Laguna Beach Shop Hires a Boston Salesman
Reported by Tommy Fernandez
] continues to gradually ramp up its sales team.
The Laguna-based firm has hired
has been appointed vice president, Northeast Regional Sales Director. Driscoll reportedly will primarily focus on sales for the tactical exchange-traded fund (ETF) products offered by AFAM’s
In this newly created role, Driscoll will be responsible for business acquisition and retention as well as advisor education throughout the Northeast territory, extending from the northern tip of Maine down to the Mid-Atlantic region. He is based in Boston and will report to
, senior vice president of Business Development at Innealta.
In July, AFAM hired
Chris Creed as a business development vice president.
Here is the press release:
Company Press Release
Boston-Based Executive to Focus on Increasing Distribution of Innealta’s Tactical ETF Strategies
AFAM Capital, one of the top U.S. asset management boutiques providing specialty investment solutions to financial advisors and private clients, announces that Daniel P. Driscoll has been appointed Vice President, Northeast Regional Sales Director. Mr. Driscoll will primarily focus on sales for the tactical exchange-traded fund (ETF) products offered by AFAM’s Innealta Capital division.
In this newly created role, Mr. Driscoll will be responsible for business acquisition and retention as well as advisor education throughout the Northeast territory, extending from the northern tip of Maine down to the Mid-Atlantic region. He is based in Boston and will report to Scott Silverman, Senior Vice President of Business Development at Innealta Capital.
“The growth we have experienced in recent years has positioned us to broaden our national reach and offer our unique strategies to a wider community of sophisticated investors,” said Jeff Montgomery, Chief Executive Officer of AFAM Capital. “Dan will utilize his numerous brokerage relationships to strengthen our presence in the Northeast.”
Mr. Driscoll previously spent 12 years at Congress Asset Management in Boston, where he was most recently a Vice President and Regional Director in charge of business and client service in the New York Metro area. Prior to Congress, he worked at Boston Capital for six years in a variety of sales positions. Mr. Driscoll holds a Bachelor of Science in business administration with a concentration in finance from Bryant University in Smithfield, R.I.
“Innealta’s tactical ETF products embody the core investment philosophy of its founder, Dr. Gerald W. Buetow, who distinguished himself in the asset management industry by utilizing risk-reward trade-offs among multiple asset classes to generate longer-term returns,” said Mr. Driscoll. “I look forward to helping Innealta bring these proven strategies to investors in the Northeast as the firm continues its national expansion.”
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